Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team. Discussion topics include:
A more in-depth video version of each month’s brief and the presentation deck can be found in the episode notes.
The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com
Stifel Investment Strategy
Dr. Paul Wendee
Janney Montgomery Scott, LLC
Daniel Lacalle
Chris Rylander & Jason Richter
newcourt
Astor Investment Management
Confluence Investment Management
NatWest Corporates and Institutions
Barclays Corporate and Investment Bank
QIC
irfpodcast
Schroders (South Africa)
Econoday, Inc.
ING
Robert Young
Bloomberg
Corbett Road
JPMorgan Chase Commercial Banking
Brandywine Global Investment Management, LLC
PineBridge Investments
Nordea Markets
Travis Bajema
Emirates NBD
Bennelong Funds Management
Omnis Investments
BNP Paribas Economic Research
Bloomberg
CurrencyTransfer
3EDGE Asset Management
Insigneo
SchiffGold
Jeff Snider, Emil Kalinowski
Peak Prosperity - Chris Martenson
Standard Chartered CCIB
Axel Merk
RTD Blog
Hedge Fund Manager Erik Townsend
Brewin Dolphin
Amundi
Nationwide Economics
BFM Media
Professor Provencher
Econoday, Inc.
Dr. David Kelly
Collin Kettell
BINUS University
BNP Paribas Global Markets
Dhinesh Palanisamy
Jeff deGraaf, Neil Dutta, & Stephen Pavlick
Sprott Money
Moody's Analytics
J.P. Morgan Global Research
JP Conklin
The Personal Wealth Coach (Jeff and Jake McClure)
St. Louis Fed
Client Strategy Office
CFC
Andrew Dorr
Elsy
Bright Money
Hubbard OBrien Economics
RBC Thought Leadership
Macro Strategy Views
abrdn
The Brookings Institution
Hoover Institution
Deutsche Bank Research
Mercatus Center at George Mason University
Winthrop Capital Management
BlueBay Asset Management
Jim
Maybank Investment Banking Group
Michael Mandel & Sean Flynn
World Business Academy
Gary Goldberg
LPL Financial
Westpac Institutional Bank
BINUS University
Rosecut Technologies
Odeon Conversations
Tunmise
NatWest US Corporates and Institutions
Scott Pederson, Financial Advisor, Harmony Wealth Management LLC
John
Handelsbanken UK
None
Mondial Dubai
Irwin Michael, ABC Funds
Sube Sube El Mic Mic
Progressive Radio Network
Philip Bailey
Mises Institute
MUFG EMEA
Ryan Katz, Kurt Nelson
The NJ Editorial Report
Bloomberg Intelligence
Kavya
Blue Line Futures
Scott Murray